SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 550 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,089,212 | +95.3% | 10,801 | +79.5% | 0.00% | – |
| Q1 2024 | $557,807 | +25.7% | 6,016 | +12.4% | 0.00% | – |
| Q4 2023 | $443,849 | -2.3% | 5,350 | -14.4% | 0.00% | – |
| Q3 2023 | $454,307 | -39.2% | 6,247 | -37.4% | 0.00% | – |
| Q2 2023 | $747,789 | +109.1% | 9,977 | +81.9% | 0.00% | – |
| Q1 2023 | $357,542 | +72.7% | 5,486 | +47.9% | 0.00% | – |
| Q3 2022 | $207,000 | -5.9% | 3,710 | +150.2% | 0.00% | – |
| Q3 2021 | $220,000 | -38.9% | 1,483 | -39.9% | 0.00% | – |
| Q2 2021 | $360,000 | +78.2% | 2,467 | +57.0% | 0.00% | – |
| Q4 2020 | $202,000 | -30.8% | 1,571 | -45.3% | 0.00% | – |
| Q2 2020 | $292,000 | +23.2% | 2,871 | -3.6% | 0.00% | – |
| Q1 2020 | $237,000 | -26.4% | 2,977 | -26.5% | 0.00% | – |
| Q1 2019 | $322,000 | – | 4,052 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
| Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
| Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
| Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
| Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
| Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
| Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
| Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
| Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
| HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |